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Pegasystems
PEGA

Overview Fund Activity

243 hedge funds and large institutions have $5.01B invested in Pegasystems in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 89 increasing their positions, 79 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
–
Holders Change %
0%
% of All Funds
4.27%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.18%
New
30
Increased
89
Reduced
79
Closed
29
Calls
$10.7M
Puts
$16.4M
Net Calls
-$5.68M
Net Calls Change
+$9.47M

Top Buyers

1
EC
1
Eminence Capital
New York
$143M
2
FAM
2
Foxhaven Asset Management
Virginia
$171M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$24.1M
4
TGHSA
4
TPG Group Holdings (SBS) Advisors
Texas
$156M
5
Invesco
5
Invesco
Georgia
$240M

Top Sellers

1
LCG
1
Luxor Capital Group
New York
$407M
2
MCM
2
Makena Capital Management
California
$0
3
EAM
3
Eagle Asset Management
Florida
$74.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$3.77M
5
Aberdeen Group
5
Aberdeen Group
United Kingdom
$45.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAAM
201
Guinness Atkinson Asset Management
California
$84K – – –
Northwestern Mutual Wealth Management
202
Northwestern Mutual Wealth Management
Wisconsin
$81K -$1.27K -20 -2%
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$79K +$1.02K +16 +1%
S
204
SignatureFD
Georgia
$68K +$128 +2 +0.2%
EVM
205
Eaton Vance Management
Massachusetts
$65K – – –
FHA
206
First Horizon Advisors
Tennessee
$60K – – –
PA
207
Parallel Advisors
California
$60K +$2.41K +38 +4%
AAM
208
Advisors Asset Management
Colorado
$43K +$43K +674 New
SPIA
209
Steward Partners Investment Advisory
New York
$38K – – –
MCM
210
Manchester Capital Management
Vermont
$37K +$37K +586 New
PCG
211
Private Capital Group
Connecticut
$31K – – –
CTC
212
Central Trust Company
Missouri
$30K – – –
KFS
213
Kelly Financial Services
Massachusetts
$25.4K -$3.51M -55,276 -99%
ME
214
McIlrath & Eck
Washington
$22K – – –
RE
215
RBC Europe
United Kingdom
$19.7K – – –
HNB
216
Huntington National Bank
Ohio
$19K – – –
HFA
217
HC Financial Advisors
California
$19K – – –
OSAM
218
O'Shaughnessy Asset Management
Connecticut
$18K +$17.2K +272 +2,267%
TWA
219
TCI Wealth Advisors
Arizona
$15K – – –
CP
220
Corbenic Partners
Pennsylvania
$14K – – –
TCWM
221
Total Clarity Wealth Management
Illinois
$13K +$13K +200 New
AWA
222
Arkadios Wealth Advisors
Georgia
$12K – – –
EI
223
Ellevest Inc
New York
$11K -$6.6K -102 -38%
CCA
224
Column Capital Advisors
Indiana
$10K – – –
APA
225
American Portfolios Advisors
New York
$9.41K – – –
7 8
9
10 11